Subscribe to the toolset and run it on your client engagements, or hire us for a one-off extraction.
TechLedger ships as a licensed toolset that runs on your machine. You subscribe, you download, you run extractions on whichever client environments your engagements call for. Updates flow through the same portal.
Choose monthly or annual to match the rhythm of your practice. Payment runs through Stripe — secure, standard, no contract negotiation. Once payment goes through, the onboarding sequence in Step 2 kicks off automatically.
You'll get two emails within seconds of payment:
Sign-in setup. Click the link to set up your credentials (email or Google) for your subscriber portal at portal.techledger.ai.
Subscriber NDA. A separate email with the agreement to review and sign electronically.
You can complete both in any order. Once your sign-in is active and the NDA is countersigned, you have full access to the portal — downloads, license status, and support.
The portal serves the current TechLedger release as a single zip — the Python toolset and visualization templates — ready to run on your laptop or your firm's analyst workstation. One click, every release.
Point the toolset at any Zoho CRM you have authorized access to. Standard admin-level visibility is enough; the toolset captures the structural map and renders the visualizations on your machine.
No per-client license. Extract from as many client systems as your engagements call for, all on the same subscription.
When we ship a new version — new extraction coverage, sharper visualizations — your portal serves the latest zip immediately. We'll email you whenever a release is available. No re-purchase, no migration; your subscription includes every update for the duration of your active license.
And as an active subscriber, you have a direct line into what gets built next. We take subscriber feedback seriously when prioritizing the roadmap — if there's something you wish the toolset did, tell us.
See the Sample Output page for what the toolset produces, or view subscription pricing.
If you'd rather have us run the extraction directly — common for in-house owners doing a one-time audit, or clients without a consulting partner in place — here's how that engagement works.
Fill out the inquiry form — it takes about two minutes. We ask about your Zoho environment and what's prompting the interest. No technical detail required on your end. If you're not sure exactly what you have, describing what you're trying to solve is enough.
We'll review your inquiry and respond within one business day. If it looks like a fit, we'll schedule a brief call — this isn't optional, it's necessary. Access to your system requires either sharing credentials or scheduling time for a Zoho Assist remote session, and that conversation needs to happen in person. It's also a chance to ask questions and confirm that what you're getting is exactly what you need.
You'll receive a clear proposal before anything moves forward. No commitment until you say go.
There are two options. You choose whichever you're more comfortable with.
Zoho Assist (remote session). You establish a remote connection to your browser and we log into your Zoho environment through that session. You never share a password, and your MFA setup stays entirely on your side.
Credentials. You provide login credentials for a Zoho user with access to Settings. Standard admin-level visibility is sufficient — nothing beyond that is needed.
Once access is confirmed, extraction and analysis run on our side. You don't need to be available or involved. We process the metadata, generate your visualizations, and — for Standard and Advanced clients — run our own analysis pass and write up the findings.
Everything is delivered within 5 business days of access confirmation.
Your package includes interactive HTML visualizations of your system's structure, the underlying structured metadata files, and a set of AI prompt templates designed for immediate use. Load the metadata into your AI tool of choice, run the prompts, and start getting answers.
Standard and Advanced clients also receive a written findings summary — a plain-language interpretation of what we found, flagging anomalies, gaps, and items worth attention. That's a ready-made starting point whether or not you go near an AI tool yourself.
See the Sample Output page for a closer look at what's included, or compare packages if you're still deciding on scope.
Subscribe to use the toolset on your client work, or contact us to scope a one-off engagement.